“We stand at the intersection of science and the capital markets, with access to the brightest minds on both sides. We are entering a future, that may not always be comprehensible through the lens of the past, with a deep willingness to explore and understand the risks and opportunities on the horizon and beyond.”

Jeff Gitterman

Sustainable investing is rapidly evolving and attracting more capital than ever. Alongside an opportunity, financial advisors face the daunting challenge of making sense of the landscape to provide the solutions their clients seek.

Not so long ago, investing with a sustainability or social focus was accomplished primarily by removing stocks and even entire sectors from a portfolio. While this remains common, sustainable investment strategies are increasingly varied and ever more exciting. A focus on environmental, social, and governance (ESG) topics brings new data sources and innovative metrics to the fore. These enable portfolio managers to go beyond traditional financial measurements to help mitigate and solve our most urgent sustainability and social challenges.

Our SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions were created with financial professionals in mind. Through our products, partnerships, education, and thought leadership we will help you navigate sustainable investing efficiently, while enjoying the process!

Learn About Our Investing Solutions